• Plan & execute the end-to-end onboarding implementation of Branch’s technology • Lead in-person & remote technical workshops • Leverage your understanding of mobile and web technology • Flex project management skills to build, manage, deliver project plans • Work with customers and internal stakeholders to deliver technical service • Interact with customers in person, over phone, and via email/Slack • Deep dive into configurations to investigate, debug and resolve implementation issues • Develop business cases and performance reports • Partner closely with Branch Product and Engineering teams

• Lead end-to-end implementations of Endeavor financing platform in dental practices—from kickoff to go-live, adoption, and post-launch optimization. • Collaborate with cross-functional teams to develop project plans, define milestones, assign tasks, and ensure alignment on timelines and objectives. • Serve as the trusted liaison to dental practices: gather business requirements, customize onboarding and workflows, train practice staff, and troubleshoot issues. • Identify and execute process improvements, share best practices, and accelerate time-to-value for practices. • Monitor go-live performance and collect feedback—delivering insights that feed into product enhancements. • Keep stakeholders engaged and informed with regular status reports, dashboards, and success metrics.

• Exhibit a "look around the corner" strategic mindset to identify systemic delivery risks and implement robust, preventative measures across the entire service delivery methodology. • Lead high-stakes project negotiations involving competing priorities from internal (Engineering, Finance) and external (Customer CTO/IT Director) stakeholders to align expectations and ensure expedited revenue realization. • Utilize an advanced understanding of the ITIL framework to identify areas for continuous improvement and architect consistent, high-quality delivery methodologies across all product lines. • Take full accountability for the overall team resource balancing, ensuring balanced workloads and smooth execution across all customer segments. • Leverage advanced proficiency in data analytics tools (e.g., Power BI, Tableau) to analyze delivery bottlenecks, measure RFT/OTIF performance, and drive strategic improvements.

• Own the end-to-end coordination of implementation projects, proactively negotiating project timelines with customers, internal engineering teams, and external vendors (e.g., fibre providers). • Lead high-quality customer communication throughout the fulfillment process, managing expectations, communicating technical milestones, and addressing delivery risks. • Effectively allocate internal delivery resources to balance workloads and manage peak demands, ensuring timely project progression. • Proven experience managing vendor relationships and coordinating complex delivery dependencies with third-party providers. • Manage the internal QA process for tasks, ensuring the financial accuracy of projects before they transition to Finance for billing and revenue realization.